AL
FOCS

Aspiriant LLC’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Aspiriant LLC’s Portfolio FOCS Stock Details FOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18,402
Closed -$966K – 299
2023
Q2 		$966K Buy
+18,402
New +$959K 0.05% 137

Aspiriant LLC's FOCS Position: Q3 2023 in Review

Aspiriant LLC sold out of Focus Financial Partners Inc. Class A (FOCS) in Q3 2023, closing a stake of 18,402 shares — an estimated $966K sold.

Aspiriant LLC first reported a position in FOCS in Q2 2023 and held it in 1 quarter. The position peaked at $966K in Q2 2023. 0 funds tracked by Wall St. Rank hold FOCS as of Q3 2023.

  • Aspiriant LLC reported no remaining Focus Financial Partners Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Aspiriant LLC sold 18,402 Focus Financial Partners Inc. Class A shares in Q3 2023, an estimated $966K.
  • Aspiriant LLC first reported a position in Focus Financial Partners Inc. Class A in Q2 2023 and held it in 1 quarter.
  • Aspiriant LLC's Focus Financial Partners Inc. Class A position peaked at $966K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Focus Financial Partners Inc. Class A as of Q3 2023.

Based on Aspiriant LLC's 13F filing for Q3 2023, filed 18 Oct 2023.